Deliver instant, accurate quotes with real-time mortgage pricing.
Present the best-fit options for each borrower using AI-powered loan optimization tools.
Ensure every quote meets regulatory standards with automated workflows and built-in compliance checks.
Use lead analytics to identify high-potential prospects and improve conversion rates.
Access pricing and product data anytime, anywhere with cloud-native tools built for originators on the go.
Adjust margins by branch or originator to stay competitive and profitable.
Quote with confidence using the industry's most accurate mortgage pricing engine. Deliver competitive, compliant quotes instantly.
Pipeline profitability and lead analytics help originators focus on the most promising opportunities.
Optimal Blue powers real-time pricing, seamless execution, and scalable automation – trusted by thousands of originators every day.

Access thousands of loan products from hundreds of investors – all in one platform.

Streamline compliance checks and lock desk operations so originators can focus on relationships and revenue.

IN THE OPTIMAL BLUE PPE
Retention strategy and refinance analysis for originators
Streamline refinance prospecting with Capture for Originators, offering a dashboard and analysis of closed loans that goes beyond rate alerts saving loan officers time and effort. Send borrower-ready presentations in minutes.

IN THE OPTIMAL BLUE PPE
Empower originators to model multiple loan options and guide borrowers with confidence.
Automatically generates multiple loan options side by side, optimizes the results and accelerates the process of identifying the most favorable loan scenarios for borrowers, all while making it easier than ever for originators to find the best loan for their borrowers.

IN THE OPTIMAL BLUE PPE
AI-powered recommendation engine eliminating human bias
Leverage the power of AI to give loan officers recommendations and insights to help identify alternate loan scenarios to offer more options for borrowers.
Discover the six essential components of a PPE.
See how a leading credit union transformed its mortgage business by implementing a modern, integrated technology platform.
Learn how Capture for Originators turns past loans into future wins.
Explore how Optimal Blue’s AI and automation solutions drive measurable ROI.
Request a personalized demo and explore how Optimal Blue helps originators win more business.